Associate Financial Advisor

New York Life - Uniondale • Uniondale, NY, US

Posted 6 hours ago

Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Responsibilities

Network with and qualify prospective clients and explain the features and merits of insurance, investments, and other planning needs.
Develops investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions.
Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
Develops long-term relationships with clients and underwriters.
Assists clients with concerns and service issues as needed.
Reach agreed-upon sales targets monthly.

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Qualifications

Interpersonal, communication, and presentation skills.
Driven, motivated, and coachable.
Be willing to help others.
New York Life will pay and cover all expenses for training and the exam.
Sales: 1 year (preferred).

Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
A required Bachelor’s degree in business administration, finance, or similarly related field

Compensation

$120,000

About New York Life - Uniondale

We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.